Anthropic IPO reportedly at risk as investors lose confidence, sources tell Reuters

Potential investors are reportedly pushing for a more attractive valuation and questioning whether Anthropic can hold its investor presentations next week and go public in November, according to sources who spoke to Reuters, as reported by g1. The US$1.5 trillion valuation discussed recently would be at the high end of expectations, while the company may need to lower its share price to attract buyers.

The doubts grew after a sharp drop in AI-related assets and amid geopolitical uncertainty. The sources said investors are awaiting Anthropic’s October revenue figures, which were absent from the updated S-1 filing, to assess whether the company accelerated growth after a recent slowdown. The offering, which some estimates put at up to US$100 billion, could be delayed if market conditions do not improve.